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工业母机”迎政策利好,江苏在全国处于“第一梯队
Yang Zi Wan Bao Wang· 2025-09-02 13:49
Core Viewpoint - The National Standardization Administration and the Ministry of Industry and Information Technology of China have jointly issued a plan to establish a high-quality standard system for industrial mother machines by 2026, aiming to enhance product quality and promote equipment upgrades in the industry [4][5]. Group 1: Standard System Development - The plan requires the establishment of a high-quality standard system for industrial mother machines by 2026, with at least 300 standards to be formulated or revised, including at least 5 international standards, and a 90% conversion rate of international standards [4]. - The standard system will consist of six levels: basic general, design support, manufacturing equipment, manufacturing processes, inspection and testing, and industry applications, comprising 34 major categories and 17 subcategories [5]. - By 2030, a comprehensive standard system that adapts to the high-quality development of the industrial mother machine industry is expected to be fully formed, with technical levels and internationalization continuously improving [4][5]. Group 2: Current Industry Status in Jiangsu - Jiangsu province is a leading area in China's industrial mother machine industry, with significant achievements in industry scale, number of enterprises, and technological innovation [5][6]. - The province has the highest number of machine tool enterprises in China, covering six major upstream and downstream segments of the industrial chain, including cutting machine tools and additive manufacturing equipment [5][6]. - Key cities such as Nanjing, Suzhou, Wuxi, and Changzhou are central to the industrial cluster, with Suzhou housing over 500 supporting enterprises and Changzhou having more than 270 industrial enterprises in the sector [6].
工业母机概念拉升,华东数控、博杰股份涨停,恒进感应等大涨
Core Viewpoint - The industrial mother machine sector experienced a significant surge in stock prices following the announcement of a new high-quality standard system aimed at enhancing product quality and driving industry development by 2026 [1] Group 1: Stock Performance - Hengjin Induction surged over 20% - Kaiteng Precision Engineering rose over 19% - Huadong CNC and Bojie shares hit the daily limit - Huazhong CNC and Boya Precision increased by over 8% [1] Group 2: Policy Announcement - On September 1, the National Standardization Administration and the Ministry of Industry and Information Technology issued the "High-Quality Standard System Construction Plan for Industrial Mother Machines" - By 2026, a high-quality standard system for industrial mother machines is expected to be established, promoting product quality improvement and equipment upgrades [1] Group 3: Standard Development Goals - The plan includes the revision of no less than 300 standards and leading the revision of at least 5 international standards - The target is to achieve a 90% conversion rate of international standards and optimize the structure of standard supply [1] Group 4: Innovation and Technology - The initiative aims to accelerate the development of standards for high-end industrial mother machines, advanced CNC systems, and key components - It emphasizes the need for a close linkage between standards and technological innovation in the industry [1] Group 5: Long-term Vision - By 2030, a comprehensive standard system that supports the high-quality development of the industrial mother machine industry is expected to be fully formed - The technical level and internationalization of standards are projected to significantly improve, with manufacturing standards reaching world-leading levels [1]